Willisha Byrd
Chicago,IL
Summary
Dynamic customer relations representative with over 7 years of experience in the financial industry, recognized for a strong commitment to achieving daily objectives and fostering client satisfaction. Proven ability to build lasting relationships and effectively resolve issues, contributing to enhanced customer loyalty and retention. Expertise in leveraging industry knowledge to drive results and support organizational goals.
Overview
9
9
years of professional experience
Work History
Card Services – Debt Specialist
Nordstrom Account Services
11.2024 - Current
- Maintain & verify accuracy of customer accounts
- Establish a positive report while requesting payment on delinquent accounts
- Educate customers on benefits of accessing accounts online & inform of available tools to assist with managing their account
- When eligible, enroll customers in company sponsored financial hardship programs
- Use motivators to encourage maintaining on time payment status
Delivery Driver
Amazon DSP
07.2021 - 11.2024
- Responsible for following established routes to deliver a variety of goods to Amazon Customers
- Overseeing and handling the process of loading and unloading cargo, including safe lifting techniques
- Assisting with the transportation and delivery of packages to specified destinations within a certain time frame
- Addressing any issues that may arise with packages and relaying details to the Amazon delivery manager
Financial Services Representative
TIAA
07.2022 - 04.2024
- Educate clients and advisors on processing guidelines, settlement time-frames, and documentation needed to execute investment changes
- Executed Fixed Income, Equity and Mutual Fund trades on Brokerage platform
- Offered participants trade and account management guidance on the web portal
- Obtained Series 6, 7,63, SIE and State License
Account Manager
The Hartford
01.2017 - 06.2022
- Managed multiple accounts and while meeting or exceeding performance goals
- Developed productive relationships with business representatives and consulted closely to uncover needs and match available solutions
- Communicated with clients via email, phone, online presentations, screen-share and in-person meetings
Senior Customer Relations Representative
The Hartford
01.2017 - 04.2021
- Addressed inbound calls from small business owners and sales agents regarding business insurance policies
- Accepted premium payments, issued proof of coverage, updated limits and adjusted coverage as requested by clients.
- Served as a Lead Mentor for consecutive training cycles
- Provided hands on examples and guidance to new employees
- Facilitated post training coaching sessions on an individual basis
- Assisted facilitator with New Procedure Implication during primary training curriculum
- Successfully serviced policies on behalf of Policyholders and Agents
Education
B.S. - Business Administration
Southern New Hampshire University
Hooksett, NHSkills
- Effective debt management negotiation
- Debt negotiation expertise
- Effective problem resolution
- Service excellence
Timeline
Card Services – Debt Specialist
Nordstrom Account Services
11.2024 - Current
Financial Services Representative
TIAA
07.2022 - 04.2024
Delivery Driver
Amazon DSP
07.2021 - 11.2024
Account Manager
The Hartford
01.2017 - 06.2022
Senior Customer Relations Representative
The Hartford
01.2017 - 04.2021
B.S. - Business Administration
Southern New Hampshire University
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